Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
CROZAT FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)251 BELLEVUE AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA ROSA, CA95407
A Employer identification number

46-4338322
B Telephone number (see instructions)

(707) 636-7422
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,524
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 447,258
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 447,258 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 5,885      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 60,868      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,753 0   0
25 Contributions, gifts, grants paid....... 394,712 394,712
26 Total expenses and disbursements. Add lines 24 and 25 461,465 0   394,712
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,207
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,191 -26 -26
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 5,719    
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,525 Click to see attachment22,550 Click to see attachment22,550
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,435 22,524 22,524
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)   Click to see attachment7,353
23 Total liabilities (add lines 17 through 22).........   7,353
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted............... 20,435 15,171
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 20,435 15,171
31 Total liabilities and net assets/fund balances (see instructions). 20,435 22,524
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
20,435
2
Enter amount from Part I, line 27a .....................
2
-14,207
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,943
4
Add lines 1, 2, and 3 ..........................
4
15,171
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,171
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletCROZATFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletCROZAT FAMILY FOUNDATION Telephone no.bullet (707) 636-7422

    Located atbullet251 Bellevue AvenueSanta RosaCA ZIP+4bullet95407
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EUGENE CROZAT President
    5.00
    0    
    1932 LOS ALAMOS RD
    SANTA ROSA,CA95409
    GOVINDA CROZAT Treasurer
    25.00
    0    
    4300 ROLLING OAKS ROAD
    SANTA ROSA,CA95404
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    394,712
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    394,712
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    394,712
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 220,223
    fTotal of lines 3a through e........ 220,223
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 394,712
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount.....  
    e Remaining amount distributed out of corpus 394,712
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 614,935
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    614,935
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 220,223
    e Excess from 2015.... 394,712
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CROZAT FAMILY FOUNDATION
    251 BELLEVUE AVENUE
    SANTA ROSA,CA95407
    (707) 526-4300
    bThe form in which applications should be submitted and information and materials they should include:
    NAME, ADDRESS AND DESCRIPTION OF NEED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ADRIENNE ARRIAGA
    MOTEL 6
    SOUTH SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 725
    ANGELA SMIDT
    333 ENTERPRISE DRIVE APT 28
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,563
    ANGELA SMIDT
    333 ENTERPRISE DRIVE APT 28
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 53
    ANGELA SMIDT
    333 ENTERPRISE DRIVE APT 28
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,600
    BILIJANA PETROVC
    7380 ADRIAN DR
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,945
    BILIJANA PETROVC
    7380 ADRIAN DR
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,581
    BILIJANA PETROVC
    7380 ADRIAN DR
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 450
    DAN MANCINI
    5595 HESSEL AVE
    SEBASTOPOL,CA95472
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,550
    DAVID BARBOZZA
    1638 ALLAN WAY
    SANTA ROSA,CA94954
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,667
    DAVID BARBOZZA
    1638 ALLAN WAY
    SANTA ROSA,CA94954
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,450
    DAWN HASEN
    990 N ELY ROAD APT 200
    PETALUMA,CA94954
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,011
    DAWN HASEN
    990 N ELY ROAD APT 200
    SANTA ROSA,CA94954
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,950
    GREG LAMPERT
    315 COLLEGE AVE
    ANGWIN,CA94508
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 11,841
    GREG LAMPERT
    315 COLLEGE AVE
    ANGWIN,CA94508
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,100
    ISREAL CAMACHO
    2274 BETHARDS DRIVE APT 5
    SANTA ROSA,CA95405
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,000
    JAYSEN CORBETT
    9225 E WATERLOO ROAD
    STOCKTON,CA95215
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 10,200
    JAYSEN CORBETT
    9225 E WATERLOO ROAD
    STOCKTON,CA95215
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,900
    KATELYN SILVEIRA
    24 NADIA SQUARE
    SANTA ROSA,CA95409
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,288
    KATELYN SILVEIRA
    24 NADIA SQUARE
    SANTA ROSA,CA95409
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 331
    KATELYN SILVEIRA
    24 NADIA SQUARE
    SANTA ROSA,CA95409
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,800
    KENDRA SMITH
    2366 HEIDI PLACE APT 4
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,950
    KRISTINE SILVIERA
    345 LAKEVILLE CIRCLE
    PETALUMA,CA94954
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,828
    KRISTINE SILVIERA
    345 LAKEVILLE CIRCLE
    PETALUMA,CA94954
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 10,235
    KRISTINE SILVIERA
    345 LAKEVILLE CIRCLE
    PETALUMA,CA94954
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,950
    LEAH POLLOCK
    126 LEISURE PARK
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,950
    MARC HUNTER
    742 LITCHFIELD AVE
    SEBASTOPOL,CA95472
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,858
    MARC HUNTER
    742 LITCHFIELD AVE
    SEBASTOPOL,CA95472
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,400
    MARITZA INIQUEZ
    2600 CORBY AVE APT 239
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,062
    MARITZA INIQUEZ
    2600 CORBY AVE APT 239
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 650
    MONIQUE NICHOLS
    6500 COUNTRY CLUB APT 21
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,300
    NICK ROTH
    47 CHARO DRIVE
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,075
    NICK ROTH
    47 CHARO DRIVE
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,585
    NICK ROTH
    47 CHARO DRIVE
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,950
    RENEE MARTEO
    966 BORDEN VILLA DRIVE
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 831
    RENEE MARTEO
    966 BORDEN VILLA DRIVE
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,800
    ROCIO GATICA-GARCIA
    251 BELLEVUE AVENUE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,600
    ROCIO GATICA-GARCIA
    251 BELLEVUE AVENUE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,500
    ROSARIO ANGELES
    676 SANTA ALICIA DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,819
    ROSARIO ANGELES
    676 SANTA ALICIA DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,000
    SARA BONOMO
    1899 STONY POINT ROAD
    PETALUMA,CA94952
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,282
    SARA BONOMO
    1899 STONY POINT ROAD
    PETALUMA,CA94952
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,179
    SARA BONOMO
    1899 STONY POINT ROAD
    PETALUMA,CA94952
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,550
    SOPHIA MENDOZA
    2353 MEADOW WAY
    SANTA ROSA,CA95404
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,004
    SOPHIA MENDOZA
    2353 MEADOW WAY
    SANTA ROSA,CA95404
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,769
    SOPHIA MENDOZA
    2353 MEADOW WAY
    SANTA ROSA,CA95404
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,950
    STEPHANIE HOOBLER
    4862 AIRWAY DR
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,587
    STEPHANIE HOOBLER
    4862 AIRWAY DR
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,932
    STEPHANIE HOOBLER
    4862 AIRWAY DR
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,300
    VERONICA JAYNES
    2205 OAKVIEW CT
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 7,155
    VERONICA JAYNES
    2205 OAKVIEW CT
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,371
    VERONICA JAYNES
    2205 OAKVIEW CT
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,500
    WENDY LAUPUA
    166 SANTA ALICIA DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,209
    WENDY LAUPUA
    166 SANTA ALICIA DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,493
    WENDY LAUPUA
    166 SANTA ALICIA DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,400
    CASEY HOMMER
    12475 CA - HWY 175
    MIDDLETOWN,CA95461
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,784
    CASEY HOMMER
    12475 CA - HWY 175
    MIDDLETOWN,CA95461
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,091
    CASEY HOMMER
    12475 CA - HWY 175
    MIDDLETOWN,CA95461
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 750
    CATHRINE KETCHUM
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,358
    CATHRINE KETCHUM
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 350
    DEANNA ROGERS
    PO BOX 41
    FULTON,CA95439
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,400
    DEANNA ROGERS
    PO BOX 41
    FULTON,CA95439
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 700
    ELEANOR JONES
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,000
    ELEANOR JONES
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,409
    FRANK HALL
    2120 JENNINGS AVE 1506
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,385
    HELEN WEBER
    11260 TARRACE DRIVE
    FORESTVILLE,CA95463
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 10,569
    HELEN WEBER
    11260 TARRACE DRIVE
    FORESTVILLE,CA95463
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,500
    JENNIFER FEE
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,863
    JENNIFER FEE
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 400
    JENNIE ROBLES
    8225 CONDE LN
    WINDSOR,CA95492
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,164
    JENNIE ROBLES
    8225 CONDE LN
    WINDSOR,CA95492
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 500
    JOSE RODRIGUEZ
    PO BOX 72
    PETALUMA,CA94953
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,926
    JOSE SAGLADO
    3145 CLEVELAND AVE
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,148
    JOSE SAGLADO
    3145 CLEVELAND AVE
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 200
    JULIE FOSTER
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,539
    JULIE FOSTER
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 300
    LARRY GRAHAM
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,200
    MARK RANDOL
    718 WILT STREET
    FORT WAYNE,IN46802
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,004
    MARK RANDOL
    718 WILT STREET
    FORT WAYNE,IN46802
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,470
    MICHAEL GOLDSTEIN
    1500 PURSON LN
    LAFAYETTE,CA94549
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,325
    MICHAEL GOLDSTEIN
    1500 PURSON LN
    LAFAYETTE,CA94549
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 425
    MONICA FIGUEROA
    251 BELLEVUE AVENUE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,071
    NINO MOORE
    2588-B WEST OAK CIRCLE
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,240
    NINO MOORE
    2588-B WEST OAK CIRCLE
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 600
    NOAH COHEN
    6600 MONTECITO BLVD
    SANTA ROSA,CA95409
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,276
    NOAH COHEN
    6600 MONTECITO BLVD
    SANTA ROSA,CA95409
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 200
    RACHEL ENLOW
    480 N CLOVERDALE
    CLOVERDALE,CA95425
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,638
    SEAN FORSTER
    28 FRERICK DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,479
    SEAN FORSTER
    28 FRERICK DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,707
    SEAN FORSTER
    28 FRERICK DRIVE
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 900
    SHARON MORABITO
    1925 NEOTOMAS AVE
    SANTA ROSA,CA95405
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,495
    SHARON MORABITO
    1925 NEOTOMAS AVE
    SANTA ROSA,CA95405
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,343
    SHARON MORABITO
    1925 NEOTOMAS AVE
    SANTA ROSA,CA95405
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 850
    SUSAN DUNN
    437 PLEASANT LN
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,363
    SUSAN DUNN
    437 PLEASANT LN
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,900
    SUSAN DUNN
    437 PLEASANT LN
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 250
    GLENN STONE KING JONES
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 450
    GLENN STONE KING JONES
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 600
    LEAH POLLOCK
    126 LEISURE PARK CIRCLE
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,560
    CHRIS COLLINS
    PO BOX 146
    MIDDLETOWN,CA95461
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 13,417
    CHRIS COLLINS
    PO BOX 146
    MIDDLETOWN,CA95461
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 300
    GENE AND PEGGY RAYMOND
    6851 CAROL DRIVE
    SEBASTOPOL,CA95472
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,257
    GENE AND PEGGY RAYMOND
    6851 CAROL DRIVE
    SEBASTOPOL,CA95472
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 849
    GENE AND PEGGY RAYMOND
    6851 CAROL DRIVE
    SEBASTOPOL,CA95472
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 850
    LUIS THOMAS
    251 BELLEVUE AVENUE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,484
    MARLEN MIRANDA
    225 CRANBROOK WAY
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,875
    MARLEN MIRANDA
    225 CRANBROOK WAY
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 550
    MARLEN MIRANDA
    225 CRANBROOK WAY
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 150
    MONIQUE DEDRICK
    4364 PRINCETON WAY
    SANTA ROSA,CA95405
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 500
    MONIQUE DEDRICK
    4364 PRINCETON WAY
    SANTA ROSA,CA95405
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 900
    MONIQUE NICHOLS
    6500 COUNTRY CLUB APT21
    ROHNERT PARK,CA94928
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 6,640
    NICOLE HANSEN
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 765
    NICOLE HANSEN
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 400
    PATRICIA SOUTHWICH
    2101 VALLEY ROAD
    WILLITS,CA95490
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,965
    PATRICIA SOUTHWICH
    2101 VALLEY ROAD
    WILLITS,CA95490
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 550
    PATRICIA SOUTHWICH
    2101 VALLEY ROAD
    WILLITS,CA95490
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 200
    JAMIE FRYE
    838 MORGAN STREET
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,547
    JAMIE FRYE
    838 MORGAN STREET
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 202
    JAMIE FRYE
    838 MORGAN STREET
    SANTA ROSA,CA95401
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 250
    ROSA LEVIA
    20372 INFADEL AVE
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 1,670
    ROSA LEVIA
    20372 INFADEL AVE
    SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 75
    SAMANTHA FERRO
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,223
    ANNA ARTHUR
    5682 COTTAGE AVE
    SANTA ROSA,CA95422
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,345
    SAMANTHA FERRO
    251 BELLEVUE AVE
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 300
    ELLEN BRACKET
    PO BOX 234
    REDWOOD VALLEY,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,442
    ELLEN BRACKET
    PO BOX 234
    REDWOOD VALLEY,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 375
    PILLIP FOSTER
    3861 MANCHESTER AVE
    CLEARLAKE,CA95422
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,199
    PILLIP FOSTER
    3861 MANCHESTER AVE
    CLEARLAKE,CA95422
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 115
    DALLAS LYONS
    9195 TAKELMA WAY
    KELSEYVILLE,CA95451
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 4,370
    DALLAS LYONS
    9195 TAKELMA WAY
    KELSEYVILLE,CA95451
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 525
    SABRINA PARDUE
    3108 WILDER ROAD
    SANTA ROSA,CA95407
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,069
    ALEX VERSTOPPEN
    16080 DAM RD
    CLEARLAKE,CA95422
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 5,988
    MADLENE ZAMORA
    PO BOX 893
    WINDSOR,CA95492
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,937
    TODD FENK
    21414 YANKEE VALLEY RD
    HIDDEN VALLEY LAKE,CA95467
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 8,549
    EMMA SIMMONS
    805 DIABLO AVE APT 32
    NOVATO,CA94947
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 9,199
    RUSSEL GONZAGA
    521 CAMPBELL HOT SPRINGS RD
    SIERRAVILLE,CA96126
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 11,170
    ROBERT ADAMS
    1324 E COTATI AVE APT 104
    ROHNERT PARK,CA94952
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 6,858
    LATOYA RENICK
    200 LACE AVENUE
    UKIAH,CA95482
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 3,614
    ADRIENNE ARRIAGA
    MOTEL 6
    SOUTH SANTA ROSA,CA95403
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 2,982
    AMANDA MERTENS
    101 ELLIS STREET
    PETALUMA,CA94952
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 945
    LATOYA RENICK
    200 LACE AVENUE
    UKIAH,CA95482
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 100
    TODD FENK
    21414 YANKEE VALLEY ROAD
    HIDDEN VALLEY LAKE,CA95467
      I TO SUPPORT THE CHARITABLE PURPOSES OF THE DONEE. 300
    Total .................................bullet 3a 394,712
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13  
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    CROZAT FAMILY FOUNDATION
     
    Employer identification number

    46-4338322
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    CROZAT FAMILY FOUNDATION
     
    Employer identification number
    46-4338322
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    EUGENE CROZAT  
    1932 LOS ALAMOS ROAD
     
    SANTA ROSA, CA95409

    $ 12,607


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    G&C AUTO BODY
     

       
    251 BELLEVUE AVENUE
     
    SANTA ROSA, CA95407

    $ 375,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    CROZAT INVESTMENTS CORPORATION
     

       
    251 BELLEVUE AVENUE
     
    SANTA ROSA, CA95407

    $ 30,840


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    CROZAT FAMILY FOUNDATION
     
    Employer identification number

    46-4338322
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    CROZAT FAMILY FOUNDATION
     
    Employer identification number

    46-4338322
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0

    TY 2015 GeneralExplanationAttachment
    Name:
    CROZAT FAMILY FOUNDATION
    EIN:
    46-4338322
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF THE FOUNDATION RECEIVED AN INITIAL CLASSIFICATION FROM THE IRS AND WAS CLASSIFIED AS A PUBLIC CHARITY. UNDER IRC SECTION 501(C)(3), THE FOUNDATION SHOULD HAVE BEEN CLASSIFIED AS A PRIVATE FOUNDATION, A DETERMINATION SUPPORTED BY ITS ARTICLES OF INCORPORATION AND ITS ACTIVITIES. THE ORANIZATIONAL DOCUMENTS OF THE CROZAT FAMILY FOUNDATION PRESENT AN INTENT TO OPERATE AS A PRIVATE FOUNDATION. HOWEVER, IN ORDER TO COMPLETE AN ELECTRONIC FILING OF THE INITIAL TAX RETURNS FOR TAX YEAR 2014, THE TAXPAYER WAS REQUIRED TO CHECK BOX G 'INITIAL RETURN OF A FORMER PUBLIC CHARITY' TO MATCH THE CURRENT STATUS IN THE IRS E-FILE DATABASE. THE TAXPAYER ACTIVELY CORRESPONDED WITH THE IRS TO CORRECT THE PUBLIC CHARITY STATUS ASSIGNED. IN ORDER TO COMPLETE THE ELECTRONIC FILING OF THE PRIVATE FOUNDATION TAX RETURNS FOR 2015, THE SAME TREATMENT FOR BOX G WAS REQUIRED ONCE AGAIN.

    TY 2015 LegalFeesSchedule
    Name:
    CROZAT FAMILY FOUNDATION
    EIN:
    46-4338322
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,885 0 0 0


    TY 2015 OtherAssetsSchedule
    Name:
    CROZAT FAMILY FOUNDATION
    EIN:
    46-4338322
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER CURRENT ASSETS 6,525 22,550 22,550


    TY 2015 OtherExpensesSchedule
    Name:
    CROZAT FAMILY FOUNDATION
    EIN:
    46-4338322
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 58,000      
    BANK CHARGES 178      
    OFFICE SUPPLIES 2,584      
    VEHICLE EXPENSE 106      


    TY 2015 OtherLiabilitiesSchedule
    Name:
    CROZAT FAMILY FOUNDATION
    EIN:
    46-4338322
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITIES   7,353


    TY 2015 SubstantialContributorsSch
    Name:
    CROZAT FAMILY FOUNDATION
    EIN:
    46-4338322
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name Address
    G C AUTO BODY 251 BELLEVUE AVENUE
    SANTA ROSA,CA95407
    CROZAT INVESTMENTS CORPORATION 251 BELLEVUE AVENUE
    SANTA ROSA,CA95407